CWA

Consilio Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21,493	Closed	-$1.07M	–	89
2025 Q1	$1.07M	Buy	+21,493	New	+$1.07M	0.45%	24
2022 Q4	–	Sell	-49,050	Closed	-$2.36M	–	53
2022 Q3	$2.36M	Buy	+49,050	New	+$2.36M	1.85%	14